Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
Question: We need Podio app development advice and development help. See the details below. Strategy Use Podio as main tracking system for all builds from lot lead tracking and purchase to final inspections, leveraging automation to increase effectiveness. Tactics Develop an all-inclusive Podio experience with multiple workspaces, apps and automations that build off of existing …
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: 📚 ContentsAutomatic printed cardsAutomatic handwriting-generated cardsReal, handwritten cards by humans Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink …
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …
Training & consulting business development process
Question: I need help with developing detailed business processes for business development from lead generation to closing a sale. We are now using Zoho CRM and there is great potential for automation. I need someone to help map out all processes based on key activities and then we will identify processes that can be automated. We are in the training and consulting business.
What systems and processes would you recommend for streamlining these processes?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Question: We need Podio app development advice and development help. See the details below. Strategy Use Podio as main tracking system for all builds from lot lead tracking and purchase to final inspections, leveraging automation to increase effectiveness. Tactics Develop an all-inclusive Podio experience with multiple workspaces, apps and automations that build off of existing …
What are the options for sending handwritten cards out to clients?
Some options for software for sending out physical birthday, congratulations, Christmas and other greeting cards to clients: 📚 ContentsAutomatic printed cardsAutomatic handwriting-generated cardsReal, handwritten cards by humans Automatic printed cards SendOutCards – starts at $2.75 per card, add an extra $1 or $2 for building your own card and for photo drop cards Sincerely Ink …
I want to develop an Intelligent application form and portal
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
How do I set up a Docusign workflow automation from WordPress?
Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …